Ngemuva koNyaka Omusha WaseShayina,rebaramanani epuleti lesikhathi esizayo ehle kakhulu ngezinsuku ezimbili zokuhweba ezilandelanayo, futhi aphinde akhuphuka ezinsukwini ezimbili ezilandelayo, kodwa ubuthakathaka bubonke banqoba.Kusukela ngeviki langomhla zingama-23 kuNhlolanja (February 19-23), inkontileka ye-rebar eyinhloko yavalwa ku-RMB 3,790/tonne, yehle ngo-RMB 64/tonne, noma u-1.66%, uma kuqhathaniswa nosuku lokugcina lokuhweba ngaphambi kukaNyaka Omusha WaseShayina (Februwari 8) .
Emavikini angu-2-3 alandelayo, inkambiso yentengo ye-rebar izoba ukuthi yethulwa kanjani.Lesi sihloko sizohlaziya kafushane emibonweni emikhulu neyezimboni.
Izizathu zomjikelezo wamanje wokwehla kwentengo ye-rebar?
Okokuqala, kusukela onyakeni wekhalenda, inzuzo yemakethe yamabala ngemva koMkhosi Wasentwasahlobo wamaviki angu-2 ukuya kwangu-3 ngokuyisisekelo isesimweni esimile, ngemva koMkhosi Wasentwasahlobo uhla olubanzi lwemvula neqhwa ezweni lonke lwandise ukwehla kwesidingo semakethe.
Okwesibili, ngemva kweholide Lomkhosi Wasentwasahlobo, ukusetshenziswa kwe-coke ne-coking yamalahle kwamabhizinisi ensimbi kwakungaphansi kakhulu kunalokho obekulindelekile, futhi idatha yokuthunyelwa kwensimbi yensimbi phakathi noMkhosi Wasentwasahlobo yayiphezulu kakhulu kunalokho obekulindelwe.Lokhu kuholele ekwehleni ngokushesha kwamanani entengo yezinto ezingavuthiwe, kwavula isikhala sokuthi i-rebar yehle ngokuqhubekayo.
Okwesithathu, inzwabethi ye-inthanethi yangaphambilini yokuthi u-Yunnan umise ukwakhiwa kwamanye amaphrojekthi engqalasizinda nawo anciphise okulindelwe yimakethe ngenqubomgomo ngokwezinga elithile.
Okwesine, kusukela ohlangothini lwaphesheya kwezilwandle, idatha kaJanuwari US CPI (Inkomba Yentengo Yabathengi) idlule obekulindelekile, kuhlanganiswe nokusebenza kwakamuva kwe-Federal Reserve, indawo yesikhathi yokwehliswa kwezinga lenzalo noma ukubambezeleka okwengeziwe.Lokhu kuholele ekutheni isivuno sebhondi yase-US sihlale siphezulu, kucindezela nakakhulu inkambiso yamanani entengo yekusasa elimnyama.
Uchungechunge lwezimboni alunawo umqondo wempendulo eqhubekayo engemihle esikhathini esifushane
Ngemuva kukaJanuwari, ngenxa yokwehliswa kwengcindezi yokuvikelwa kwemvelo kanye nesiteji sokuthuthukiswa kwenzuzo yamabhizinisi ensimbi, ukukhiqizwa kwamabhizinisi ensimbi asebenza isikhathi eside kwaphindeka kancane kancane.Kusukela ngesonto eledlule ngaphambi koMkhosi Wasentwasahlobo (Febhruwari 5-9), isilinganiso sansuku zonke sokukhiqizwa kwensimbi kweziqhumane zamabhizinisi ensimbi angu-247 ezweni lonke saphinde sasebenza amasonto amahlanu alandelanayo, nokuzungeza kabusha okungamathani angu-59,100.Ngesonto eledlule (ngoFebhuwari 19-23), ngenxa yokwehla kwezintengo zensimbi, amabhizinisi ensimbi alungisa ububanzi besiteji sokunwetshwa, futhi isilinganiso sokukhiqizwa kwensimbi kwansuku zonke kwavela amathani angu-10,400 wokuwa.
Ngaphezu kwalokho, ngenxa yenzuzo yensimbi yesithando somlilo kagesi isekhona, nakuba ngemva kukaJanuwari ukukhiqizwa kwe-rebar yenqubo emfushane kubonisa ukuthambekela kwenkathi yokwehla, kodwa ukwehla kuncane kakhulu kunenkathi efanayo eminyakeni edlule.Esontweni lokuqala ngemuva kukaNyaka Omusha WaseShayina (19-23 February), ukuphuma kwe-rebar ye-short-flow kwaba amathani angama-21,500, okuwukunyuka kwamathani ayizigidi ezingu-0.25 unyaka nonyaka (ikhalenda lenyanga).
Esikhathini esifushane, isonto lokuqala ngemva koMkhosi Wasentwasahlobo ngenxa yokwehla okukhulu kwezintengo zensimbi, amabhizinisi ensimbi azophinde aqalise ukukhiqiza kulindeleke ukuba abe buthaka, futhi uchungechunge lwezimboni lwabonakala luyindilinga yempendulo engemihle esesiteji.Nokho, ngikholwa ukuthi imakethe yamanje ayinawo amandla aqhubekayo okulungisa impendulo engemihle.
Gxila ekufuneni nasekusetshenzisweni kwenqubomgomo ngemva maphakathi no-March
Umqondo ophethe ukuhweba kwemakethe evikini lokuqala ngemuva koMkhosi Wasentwasahlobo uwukulindelwe kwesidingo esibuthakathaka kanye nokwehla kokwesekwa kwezindleko.Kuhlanganiswe nokuhlaziywa kwangaphambilini, ngikholelwa ukuthi, uma kungekho umthelela omubi omkhulu, amanani entengo ye-rebar yesikhashana esifushane awela ngaphansi kwezindleko zamandla kagesi wesigodi sensimbi yesithando somlilo akunakwenzeka.
Kepha ngemuva kokungena ngoMashi, imakethe izonaka kakhulu isidingo kanye nesimo sokufika kwenqubomgomo.Isimo sesidingo siyinkomba yokubona enembile kunazo zonke kudatha yokusungula, futhi sidinga ukunaka i-inventory ephezulu ukuthi ivela nini nangemva kwesivinini sokukhipha isitokwe.Isonto lokuqala ngemva koMkhosi Wasentwasahlobo, ukufakwa kwe-rebar kukhuphuke kwafinyelela kumathani ayizigidi ezingu-11.8, leli zinga lempahla ngesikhathi esifanayo emlandweni liphezulu uma kuqhathaniswa.Kuhlanganiswe neqiniso lesidingo esibuthakathaka samanje, ngikholelwa ukuthi amathuba okuqoqwa kwempahla engxenyeni yokuqala kaMashi aphakeme kunalokho obekulindelwe.Uma lokhu okulindelekile kuhlonishwa, khona-ke kuzoba nomthelela omkhulu kulokho okulindelwe yimakethe.Mayelana nezinga lenqubomgomo, liphathelene kakhulu nezikhathi ezimbili zeNgqungquthela Yabantu Kazwelonke mayelana nezinkomba ezibalulekile zomnotho kanye nokwethulwa okungenzeka kwezinqubomgomo, ezifana nokuhlosiwe kokukhula kwe-GDP, isilinganiso sokushoda kwezimali, kanye nenqubomgomo yezindawo ezithengiswayo.
Ukufingqa, ngemva kokuwa okukhulu ngesonto lokuqala ngemva koMkhosi Wasentwasahlobo, ngaphandle komthelela omubi omusha, amanani entengo ye-rebar okwesikhashana awanawo amandla okuqhubeka ehla kakhulu, kulindeleke ukuthi esikhathini esifushane ukusebenza. ububanzi bentengo ye-rebar engu-3730 rmb/tonne ~ 3950 rmb/tonne.ngemva maphakathi noNdasa, kuyadingeka ukugxila isidingo kanye nesimo senqubomgomo kokufika.
Isikhathi sokuthumela: Mar-01-2024